Joel is a Senior Wealth Advisor at Cornerstone and has been in the financial industry since 2002. At his previous firm, he worked his way up from a financial advisor role to a Regional Vice President role, ultimately managing the offices and staff of the western half of the country. Joel excelled at finding creative solutions to not only help clients achieve their financial goals but also to bring in and manage quality advisors to the industry. Joel joined Cornerstone in 2020 and as a wealth advisor, he brings with him a wealth of knowledge, experience, and passion for helping clients.
Education: Joel graduated from the University of Saint Mary in 2002 with a bachelor’s degree in Business Management.
Interests: Joel has lived in the Tri-Cities community since 2005. Much like the rest of the Cornerstone Wealth Strategies team, he is an active member of our community. He is currently a Board Chair for Columbia Industries and an active member in his church. In addition to his work in our community, Joel enjoys spending time outdoors with his family, whether it is hunting or spending time on the river wake surfing. He and his wife, Melanie, have three amazing children, Nicole, Nathan, and Brandon.